Document Generation Features List
The following table includes a list of functions that are related to document generation, or "DocGen". Each column in this table represents either the Agreement, Quote/Proposal, standard Salesforce, and Custom objects. While every function is completely supported for the Agreement object, there are limitations for the Quote/Proposal, standard Salesforce, and Custom objects.
This list is a representation of all document generation features by Object Type.
The following list is a representation of the notation used:
- X = supported out of the box
- NSP = not supported
- CSP - Comply System Properties
- PSP - Proposal System Properties
The table below provides the required setup, if there is a necessary configuration for a document generation feature. In order to see what you must configure for a particular object, the configuration settings are noted under that corresponding object in the table.
For example, to use the Merge Service Endpoint feature for document generation on a custom object, you must configure Remote Site - Salesforce Admin Setting and CSP Endpoint.
Setup required for a Feature | Agreement Object | Quote/Proposal Object | Std. Salesforce Objects | Other Custom Objects | |
|---|---|---|---|---|---|
1 | Merge Webservice Endpoint Setup Steps:
For more information, refer Appendix B > Custom Settings > Proposal System Properties in CPQ documentation. *Admin - for backward compatibility | Setup 1 & 2 | Setup 1 & 3 | Setup 1 & 2 | Setup 1 & 2 |
2 | Controlling Merge Call Time-out (default 60 secs) Setup Steps:
For more information, refer Appendix B > Custom Settings > Proposal System Properties in CPQ documentation. *Admin - for backward compatibility Max 60,000; Recommended 30,000 | Setup 1 | Setup 2 | Setup 1 | Setup1 |
3 | Publish Merge Events | X | NSP | NSP | NSP |
4 | Generation Document from Record Generate Action button setup:
| X | X | Setup 1 | Setup 1 |
5 | Generation PDF Security Setup steps: 1a. Select Comply System Properties > Enable PDF Security 1b. Enter a password value for Comply System Properties > PDF Owner Password 1c. Create/Modify APTS_ComplyConfig Admin object for PDF security defaults (optional) See Enabling PDF Security for Agreement Documents for details. 2a. Proposal System Properties > Enable PDF Security 2b. Proposal System Properties > PDF Owner Password 2c. Create/Modify APTS_ProposalConfig Admin object for PDF security defaults (optional) See Enabling PDF Security on Generated Quote/Proposal Document in CPQ documentation. | Setup 1(a,b,c) | Setup 2 (a,b,c) | Setup 1 (a,b, c) | Setup 1 (a,b,c) |
6 | Generation Word Document Protection Setup steps: User Profile / Preview User Profile / Generate User Profile / Regenerate User Profile / Generate Supporting Document | Setup 1, 2, & 3 | NSP | NSP | NSP |
7 | Versioning Word Document Protection Setup steps:
User Profile / Save Initial Version User Profile / Save External Version User Profile / Save Final Version | Setup 1,2, & 3 | Setup 1,2, & 3 | Setup 1,2, & 3 | Setup 1,2, & 3 |
8 | Async Mode of Merge Setup steps:
Calls over 60 seconds are processed. *Custom objects with related lists are not supported | Setup 1 & 2 | Setup 1 & 2 | *Setup 1 & 2 | *Setup 1 & 2 |
9 | Template setup for default system filtering on Generate and other Template functionality from X-Author Contracts Setup steps:
*Template Object setup - For internal use only | 1. X 2. Add Object record types Values3. X | 1. X 2. Add Object record types Values3. X | 1. Add Object Value 2. Add Object record Types Values3. X | 1. Add Object Value 2. Add Object record types Values3. Add API name of Custom Business Object |
10 | Auto Enabling Checking In for Final version in PDF formatSetup steps: | X | NSP | NSP | NSP |
11 | Auto Enable Reconciliation Setup steps: | X | NSP | NSP | NSP |
12 | Header / Footer Stamp Setup steps: | X | NSP | NSP | NSP |
13 | Enabling Term Exceptions in Author * Available for all Template types (valid association with TE - only for Agreement Clause Template) | X | NSP | NSP | NSP |
14 | Create New Template & Check-In Template Setup #9 required prior | X | X | X | X |
15 | Check-out Template Setup #9 required prior | X | X | X | X |
16 | Clone Template Setup #9 required prior | X | X | X | X |
17 | Template Playbook: default Search, Select, Insert Clause inline or as a reference Setup #9 required prior | X | X | X | X |
18 | Insert Merge Fields for corresponding Objects - Header - Lookups - Related - In Section - Related - In Table Setup #9 required prior | X | X | X | X |
19 | Insert Smart Merge Fields for corresponding Objects - Header - Lookups - Related - In Section - Related - In Table Setup #9 required prior | X | NSP | NSP | NSP |
20 | Document Assembly Rules Insert Dynamic Sections in X-Author for Contracts *Available for Agreement object only | X | NSP | NSP | NSP |
21 | Filtered Rows Apply Filter in X-Author | X | X | X | X |
22 | Conditional Content Make Conditional in X-Author for Contracts | X | X | X | X |
23 | Auto-publish | X | X | X | X |
24 | Generate. Output Format and add Watermark Support DOC, DOCX, PDF, RTF | X | X | X | X |
25 | Support Controlled Preferences for Output Format and Watermark *pairs: Record Type / User Profile
| X | X | NSP | NSP |
26 | Check-in Third Party Document. Import Offline - Create record and attach | X | NSP | NSP | NSP |
27 | Check-in Third Party Document. Import Offline - Attach to existing record | X | NSP | NSP | NSP |
28 | Check-in Document, attachment of the record -With Redlines - Without Redlines - Final to be Signed - Watermark - Naming Override | X | NSP | NSP | NSP |
29 | Check-out Document, attachment of the record | X | NSP | NSP | NSP |
30 | Compare Documents, attachments of the record | X | NSP | NSP | NSP |
31 | Locking Refresh Lock | X | NSP | NSP | NSP |
32 | Create Section Save selection as Agreement Clause | X | NSP | NSP | NSP |
33 | Playbook: Insert Clause into the Document on the records | X | NSP | NSP | NSP |
34 | Reconcile Documents - Highlight Smart Fields - Reconciliation of the values | X | NSP | NSP | NSP |
35 | Tag Smart Fields | X | NSP | NSP | NSP |
36 | Update Document from Salesforce | X | NSP | NSP | NSP |
37 | Multi-currency support by the products of the system
*Functionality related to Smart Field: Reconciliation, Tagging currency fields is affected | 1. X 2. X | NSP | NSP | NSP |
38 | Chatter with Record Setup steps:
| Setup 1 | NSP | NSP | NSP |
*for activation only | X | ||||
eSignature support | X | NSP | NSP | NSP | |
- EchoSign | X | NSP | NSP | NSP | |
- DocuSign | X | NSP | NSP | NSP |
